See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CIFC ASSET MANAGEMENT4+ years Service code 28 · EIN 45-2525882 | Investment Management | $578,940 |
FRIEDMAN & ANSPACH4+ years Service code 29 · EIN 13-3403675 | Legal | $452,536 |
RWDSU/UFCW LOCAL 3384+ years Service code 49 · EIN 13-1215100 | Other Services | $376,327 |
DSF ADVISORS LLC3 years Service code 28 · EIN 51-0403581 | Investment Management | $367,679 |
TERRACAP MANAGEMENT LLC1 year Service code 28 · EIN 26-2821642 | Investment Management | $329,763 |
WRIGHT INVESTORS SERVICE1 year Filed as: WRIGHT INVESTORS SERVICES LLC Service code 28 · EIN 06-1444342 | Investment Management | $313,960 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $275,683 |
Filed as: ENTRUST PARTNERS LLC Service code 28 · EIN 13-4021839 | Investment Management | $242,182 |
LOCAL 338 H&W FUND4+ years Filed as: LOCAL 338 HEALTH & WELFARE FUND Service code 49 · EIN 13-2980858 | Other Services | $215,233 |
CS STRATEGIC SLP V LP1 year Service code 49 · EIN 27-4503812 | Other Services | $213,009 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -1.05% | 33.37%-34.4pp | -0.77%-0.3pp | 33.37%-34.4pp |
| Employer contribution / active EE | $2,049 | $11,253-81.8% | $29,514-93.1% | $11,253-81.8% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |